Lead details
Open one lead to see the person, their company, how well they fit and an AI summary of their visits.
Connect the MCP server, then just ask. Your assistant finds the lead with get_leads, then reads its full page history, summary and the people at the company.
| get_lead | Get one lead's company profile and visit history: company (name, domain, industry, sector, type, founded year, location, employee range, estimated revenue, LinkedIn/Facebook pages), tags, UTM values, pageVisits[] (url, path, timeSpentMs/timeSpentSeconds, visitCount, sorted by time spent) and summary (totalVisits, lastVisit, totalTimeOnSiteMs, referrer), plus CRM record ids when the lead was pushed. | Read-only |
| get_lead_ai_summary | Get a short AI-written summary (about 50 words) of what this visitor did on your website, based on their company, country and the pages they viewed, ending with one verdict: 'Ready to Buy', 'Research' or 'Just Browsing'. | Read-only |
| update_lead_notes | Sets the free-form notes on a lead, replacing what was there; an empty string clears them. | Changes data |
| get_company_people | Other people who work at the company of a lead (name, job title, department, seniority, LinkedIn), optionally only one department, to find the right contact when the visitor was not the buyer. | Read-only |
Use case
Tell me about the most recent lead from acme.example and what they looked at.
Called get_leadShow input
{
"leadId": "6530c1d2e3f4a5b6c7d8e9f2"
}Use case
The visitor was a developer. Who in sales at that company should I contact?
Called get_company_peopleShow input
{
"websiteId": "64b7f0a1c2d3e4f5a6b7c8d9",
"leadId": "6530c1d2e3f4a5b6c7d8e9f2",
"department": "Sales Department",
"limit": 10
}